Independent Solutions Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
3,049
+2,005
| +192% | +$1.42M | 0.42% | 78 |
|
|
2025
Q1 | $570K | Sell |
1,044
-2,090
| -67% | -$1.14M | 0.13% | 119 |
|
|
2024
Q4 | $1.79M | Sell |
3,134
-171
| -5% | -$97.9K | 0.39% | 80 |
|
|
2024
Q3 | $1.64M | Sell |
3,305
-13
| -0.4% | -$6.44K | 0.37% | 81 |
|
|
2024
Q2 | $1.5M | Sell |
3,318
-248
| -7% | -$112K | 0.34% | 88 |
|
|
2024
Q1 | $1.49M | Sell |
3,566
-139
| -4% | -$58.1K | 0.35% | 81 |
|
|
2023
Q4 | $1.43M | Sell |
3,705
-89
| -2% | -$34.3K | 0.37% | 76 |
|
|
2023
Q3 | $1.23M | Buy |
3,794
+453
| +14% | +$147K | 0.32% | 76 |
|
|
2023
Q2 | $1.08M | Buy |
3,341
+306
| +10% | +$98.7K | 0.27% | 85 |
|
|
2023
Q1 | $993K | Buy |
3,035
+55
| +2% | +$18K | 0.29% | 84 |
|
|
2022
Q4 | $1.02M | Buy |
2,980
+151
| +5% | +$51.9K | 0.31% | 82 |
|
|
2022
Q3 | $829K | Buy |
2,829
+332
| +13% | +$97.3K | 0.27% | 84 |
|
|
2022
Q2 | $742K | Sell |
2,497
-875
| -26% | -$260K | 0.23% | 91 |
|
|
2022
Q1 | $1.11M | Buy |
3,372
+354
| +12% | +$117K | 0.26% | 84 |
|
|
2021
Q4 | $1.15M | Sell |
3,018
-93
| -3% | -$35.6K | 0.27% | 86 |
|
|
2021
Q3 | $1.18M | Buy |
3,111
+152
| +5% | +$57.5K | 0.29% | 84 |
|
|
2021
Q2 | $1.12M | Buy |
2,959
+222
| +8% | +$84.3K | 0.27% | 88 |
|
|
2021
Q1 | $895K | Buy |
2,737
+113
| +4% | +$37K | 0.25% | 83 |
|
|
2020
Q4 | $692K | Buy |
2,624
+1,040
| +66% | +$274K | 0.22% | 90 |
|
|
2020
Q3 | $318K | Sell |
1,584
-22
| -1% | -$4.42K | 0.12% | 126 |
|
|
2020
Q2 | $317K | Sell |
1,606
-163
| -9% | -$32.2K | 0.14% | 118 |
|
|
2020
Q1 | $273K | Sell |
1,769
-75
| -4% | -$11.6K | 0.15% | 103 |
|
|
2019
Q4 | $424K | Buy |
+1,844
| New | +$424K | 0.19% | 100 |
|